You're providing price information anytime you buy a fund that's choosier than VTSAX. Conversely, if your opinion is the tech sector will go up and so you buy N

You're providing price information anytime you buy a fund that's choosier than VTSAX. Conversely, if your opinion is the tech sector will go up and so you buy NVDA instead of a tech sector index fund, you've bet more than you intended to.